+3.1%
HON vs STZ
-38.0%
+41.0%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-09 to 2026-09-09.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.5% | -2.1% | -1.7% |
| 7D | -0.6% | -6.0% | +5.5% | +1.1% |
| 30D | -15.4% | -8.9% | -6.5% | -13.4% |
| 3M | -9.1% | -12.6% | +3.4% | -6.1% |
| 6M | -17.1% | -17.2% | +0.2% | -13.2% |
| YTD | +1.5% | -10.0% | +11.5% | +3.0% |
| 1Y | -1.3% | -14.3% | +13.0% | +1.3% |
| 3Y | +19.5% | -49.9% | +69.5% | +43.8% |
| 5Y | +3.1% | -38.2% | +41.3% | +9.3% |
| All | +3.1% | -38.0% | +41.0% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2021-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded STZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2021-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling